Insights

A better way to do fact finds in Xplan

It's one of the most important interactions between an adviser and a client and sometimes the most complex. So, what if there was a simpler way to do fact-finding? Well, now there is...

Dave Mann  |  3 min read
22 June 2025

What’s holding you back?

Innovation drives progress, yet many capital markets firms find themselves stuck in old habits, hesitant to embrace new technology—even with the promise of greater efficiency, security, and resilience.

Angela Spiteri  |  5 min read
11 June 2025

The affordability hurdle for first time buyers

Derek Adams, Senior National Accounts Lead for Skipton Building Society discusses the challenges facing first-time buyers today

Derek Adams  |  3 min read
19 May 2025

Breaking the illness and isolation cycle

Cirencester Friendly's Victoria Margesson explores illness and isolation, and what clients can do to break free of the cycle.

Victoria Margesson  |  4 min read
05 May 2025

Iress and CyNam announce strategic partnership

We’re proud to announce the launch of a strategic partnership with CyNam, the Cheltenham-based UK cyber technology and secure technology network.

Guest contributor  |  2 min read
07 April 2025

The great retirement rescue

Hear from Iress, John O'Mahony from Deloitte, and Dr Joanne Earl from Macquarie University as they unpack the opportunity ahead and the action needed to fill this urgent advice gap.

Iress  |  1 min read
27 March 2025

The accuracy imperative: why high-quality data matters

Ben Taylor  |  4 min read
26 March 2025

The perfect storm: super funds vs. the advice industry

As superannuation funds expand their financial advice capabilities, lines are blurring. Is this a natural evolution - or is financial advice now in direct competition with super funds?

Iress  |  5 min read
20 March 2025